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  • Sahara Asset Management Co Pvt. Ltd.
  • Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually)
Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually)

Sahara Banking and Financial Services Fund (Dividend Payout - Semi Annually)

EquitySectoral / Thematic - Bfsi

15.3905

NAV (Mar 26)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years.

Relative Size

5 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Scheme Information

Investment Objective

The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

High Risk

2.67 %

Expense Ratio

Sep 16, 2008

Launched (13y ago)

₹ 5

AUM in Crores

INF515L01478

ISIN

No Lock-in

Lock-in

IISL Nifty Bank TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Khozem Jabalpurwala

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

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HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

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Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

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amc-icon

About the AMC

Sahara Liquid Fund Variable Pricing (G)

Sahara Liquid Fund Variable Pricing (G)

Liquid

₹ 8 Cr

Fund Size

5.4%

3Y returns

Sahara Wealth Plus Fund Fixed Pricing (G)

Sahara Wealth Plus Fund Fixed Pricing (G)

Diversified

₹ 8 Cr

Fund Size

-8.8%

3Y returns

Sahara Growth Fund (G)

Sahara Growth Fund (G)

Large Cap

₹ 3 Cr

Fund Size

-6.7%

3Y returns

Sahara Wealth Plus Fund Variable Pricing (G)

Sahara Wealth Plus Fund Variable Pricing (G)

Diversified

₹ 8 Cr

Fund Size

-7.7%

3Y returns

Sahara Infrastructure Fund Fixed Pricing (G)

Sahara Infrastructure Fund Fixed Pricing (G)

Sectoral / Thematic - Infra

₹ 4 Cr

Fund Size

-7.5%

3Y returns

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Kotak Standard Multicap fund (Growth)

Kotak Standard Multicap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Category View

Category View

We check if the sub-category of the fund is recommended by us.

Consistency Of Performance

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Quality Of Fund’s Portfolio

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Equity Funds

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About Sahara Banking and Financial Services Fund (DP-6M)

About Sahara Banking and Financial Services Fund (DP-6M)

Sahara Banking and Financial Services Fund (DP-6M) is a sectoral / thematic - bfsi equity fund and has delivered an annualised return of 13.6% over a period of 13 years ..The fund is managed by Sahara Asset Management Co Pvt. Ltd..The fund manager’s name is Khozem Jabalpurwala.

Sahara Banking and Financial Services Fund (DP-6M) Investment Objective

The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part. However, there is no assurance that the objective of the scheme will be realized.

Sahara Banking and Financial Services Fund (DP-6M) NAV,AUM,Risk

The Sahara Banking and Financial Services Fund (DP-6M) fund was launched on Sep 16, 2008. The NAV (Net Asset Value) of this sectoral / thematic - bfsi equity as of 2020-03-26 is ₹ 15.39050. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 4.246. The category risk of the Sahara Banking and Financial Services Fund (DP-6M) fund is High Risk. The fund charges 2.67 % as expense ratio.

Sahara Banking and Financial Services Fund (DP-6M) Holdings

The fund’s highest allocation is towards equity and has invested 97.5% in this asset class.

Sahara Banking and Financial Services Fund (DP-6M) SIP

The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Sahara Banking and Financial Services Fund (DP-6M) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Bank TR INR

Sahara Banking and Financial Services Fund (DP-6M) Review

Sahara Banking and Financial Services Fund (DP-6M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Sahara Banking and Financial Services Fund (DP-6M) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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